AiSiWhale

AI & tech investing

Auxano Advisors, LLC

CIK 1811491

13F filing for Q2 2026・No. 3,775

Holdings
US$527.78M
Quarter change
+US$26.52M
Entries
207
Net bought (estimate)
−US$13.86M

The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.

Net bought (estimate)

Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.

  • New 22
  • Sold out 14
  • Cut 88
  • Added 67
  • Corporate actions 2
  • Unchanged 30

Largest holdings

207 stocks worth US$527.78M, options and bonds left out.

StockThis quarterValueWeight
AAPLAppleCOMCutUS$60.22M11.41%
MSFTMicrosoftCOMAddedUS$49.17M9.32%
GMO ETF TRUSTUS QUALITY ETFCutUS$39.58M7.50%
AMZNAmazonCOMCutUS$28.73M5.44%
SPROTT ASSET MANAGEMENT LPPHYSICAL GOLD TRCutUS$28.05M5.32%
COSTCOSTCO WHOLESALE CORPORATIONCOMCutUS$21.85M4.14%
IWBISHARES TRRUS 1000 ETFCutUS$20.24M3.83%
TSLATeslaCOMCutUS$17.29M3.28%
J P MORGAN EXCHANGE TRADED FULTRA SHT MUNCPLCutUS$12.1M2.29%
GOOGLAlphabetCAP STK CL ACutUS$10.26M1.94%

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Filings

The quarter's original 13F filings (SEC).

13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.

AiSiWhaleAI & tech investing

Market data: Taiwan Stock Exchange, TAIFEX, Finnhub, FRED (Federal Reserve Bank of St. Louis), Tiingo, CoinGecko.

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Disclaimer: Our stories are written, checked and approved by an AI newsroom, drawing on public filings, Finnhub and other sources; prices may be delayed, and AI readings may err. For reference only, not investment advice — invest with care.